Cytron and Company

Lane Gorman Trubitt Offers QuickBooks’ Shortcuts

I’m an avid user of QuickBooks – and I think many of my colleagues are  as well. That’s why I was really pleased to see Lane Gorman Trubitt come out with “Helpful Tips for QuickBooks Software” in the CPA firm’s latest newsletter, LGT Financial Focus.

Keyboard Shortcuts

  • Ctrl+A – Chart of Accounts
  • Ctrl+F – Find Window
  • Ctrl+W – Write Checks Form
  • Ctrl+I – Create Invoice Form
  • Ctrl+T – Memorized Transactions List

The following are keyboard shortcuts that only work when your cursor is in a date field.

  • T – Today
  • + – Advances one day at a time
  • – – Moves back one day at a time
  • M – The beginning of the month
  • H – The end of the month
  • Y – The beginning of the year
  • R – The end of the year

Finding Related Transactions

When looking for records that pertain to any specific transaction such as related deposits, payments applied to an invoice or a check that pays a bill, simply open the transaction in question and click the “History” button or Ctrl+H on your keyboard. This will open a window with a list of all transactions related to the initial query.

Adding Filters Before Generating Reports

When running reports in QuickBooks you can save yourself a considerable amount of time by applying filters before generating your reports by selecting “Preferences” from your “Edit” menu. Once in “Preferences”, choose the “Reports & Graphs” option. Under the “My Preferences” tab, click the checkbox that says “Prompt me to modify report options before opening a report”. This will allow to set your filters before QuickBooks takes time generating a report with information you don’t need.

Moving Report Columns

You’d be surprised how many users don’t realize they can move columns in a generated QuickBooks report. Once the report has been generated, simply move your cursor to the heading of the column you would like to move. You cursor will change to a hand. Hold down the ‘left click’ button on your mouse and drag the column where you would like to drop it. When you see a red arrow appear between the columns, release your ‘left click’ button and the column will be inserted in its new position.

Cytron and Company offers full service public relations, marketing and communications services for accounting, legal, medical, debt collection and other professional service industries, as well as a variety of consumer-based industries.
Scott Cytron  |  972.743.4671  |            
Bryan Cytron  |  972.743.4300  |